Performance Improvement Plan (PIP)

A Performance Improvement Plan (PIP) is a formal, time-boxed agreement between a manager and a team member who is not meeting expectations. It documents the areas of concern, sets clear objectives with measurable targets, and establishes a timeline for improvement. Regular check-ins during 1:1 meetings track progress throughout the plan.

PIPs are not punitive — they are a structured way to give a team member every opportunity to succeed by making expectations explicit and providing consistent feedback.

Where to find it

Open My Team → Member → Performance Reviews, then scroll to the Personal Improvement Plans section.

Creating a PIP

1. Click New PIP.
2. Enter a Title (e.g., “Q2 Performance Improvement Plan”).
3. Select a Date Range for the plan duration.
4. Click Create.

You are taken to the PIP detail page where you can fill in the context and objectives.

PIP detail page

The detail page has a header showing the title, date range, and controls for status and outcome. Below that are three tabs.

Status

A PIP can be in one of three statuses:

• Active — The plan is in progress.
• Completed — The plan period has ended.
• Cancelled — The plan was stopped early.

Change the status at any time using the dropdown at the top of the detail page.

Final outcome

When a PIP is completed, set a final outcome to record the result:

Outcome	Score	Meaning
Insufficient	1/3	The ramp up is not sufficient at this time.
Needs improvement	2/3	The ramp up is present but still needs improvement.
As expected	3/3	The ramp up is as expected.

The outcome is optional and can be cleared.

Overview tab

Use the Overview tab to document the context behind the PIP. All three fields support markdown and autosave as you type.

• Reason for Underperformance — Describe what led to the PIP.
• Impact — Explain the impact of the underperformance on the team or organization.
• Overall Comment — Add any additional context, agreements, or notes.

Objectives tab

The Objectives tab shows objectives that overlap with the PIP period. These are standard EM Kit objectives filtered to the PIP’s date range.

Adding objectives

Click New Objective to create an objective. The PIP’s title and date range are automatically applied to the new objective. Each objective can have:

• Title and Description
• Status — On Track, At Risk, Off Track, or Completed
• Key Results — Measurable targets within the objective

AI-suggested objectives

Click the Suggest button to open the Copilot assistant with a prompt pre-filled with the PIP’s context (title, dates, and reason). The assistant suggests 2–3 focused, measurable objectives with specific key results and can create them for you if you approve.

Check-ins tab

The Check-ins tab is a read-only audit trail of all progress assessments recorded during 1:1 meetings. Each row shows:

• Date — Links to the 1:1 meeting where the check-in was recorded.
• Outcome — The progress rating for that check-in (same 1/3, 2/3, 3/3 scale as the final outcome).
• Notes — Markdown notes captured during the check-in.

Recording check-ins during 1:1 meetings

Check-ins are created from within a 1:1 meeting, not from the PIP page. When a team member has an active PIP, a PIP check-in section appears automatically in the 1:1 detail page.

1. Open a 1:1 meeting with the team member.
2. In the PIP check-in section, click Add check-in for this 1:1.
3. Select an Outcome (optional) to rate the current progress.
4. Add Notes describing what was discussed and any agreements.

Each check-in is linked to a specific 1:1, creating a traceable timeline of the member’s progress throughout the plan.

Editing and deleting

• Click the edit button in the detail page header to change the title or date range.
• Click delete to permanently remove the PIP and all its associated check-ins.

Typical workflow

1. Create the PIP with a title and date range.
2. Document the reason, impact, and any notes in the Overview tab.
3. Set objectives — create them manually or use the AI Suggest feature.
4. Track progress — record check-ins during regular 1:1 meetings.
5. Close the PIP by setting the status to Completed and recording a final outcome.